Summary
Overview
Work History
Education
Skills
Timeline
Generic
WAIRTERRICA GALMORE

WAIRTERRICA GALMORE

Dallas

Summary

Consulting professional with strong track record in delivering impactful business solutions. Adept at strategic planning, data analysis, and process improvement. Known for fostering team collaboration and adapting to evolving project needs. Brings expertise in client relations, problem-solving, and driving measurable results.

Overview

8
8
years of professional experience

Work History

Platform Consultant

Avantax Wealth Management
01.2023 - Current
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Liaised with customers, management, third party partners and internal teams to better understand customer needs and recommend appropriate solutions.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Provided expert consultation services for clients seeking to optimize their organizational performance.
  • Evaluated the impact of implemented programs, making data-driven recommendations for continuous improvement efforts.
  • Managed backlog prioritization, ensuring alignment with business goals and stakeholder expectations utilizing JIRA.
  • Streamlined workflow processes by implementing efficient organizational systems for project management.
  • Collaborated with engineering teams on technical feasibility assessments, resulting in realistic scope definition for projects.
  • Developed comprehensive roadmaps outlining the product vision, goals, and milestones for successful execution.

Advisor Compensation Specialist/Data Entry Operator

Avantax Wealth Management
04.2021 - 01.2023
  • Use internal system of HDVest and AvantaxOps to properly document and process commissions for clients.
  • Streamlined data entry processes for improved efficiency and increased productivity.
  • Served as a reliable resource within the team, always willing to assist colleagues and ensuring seamless work transitions during periods of absence or high workload.
  • Actively participated in team meetings providing valuable insights that led to process improvements.
  • Provided training to new team members on company-specific data entry systems and protocols.

Mortgage Specialist

Simmons Bank
10.2020 - 01.2021
  • Served as primary day-to-day contact for customer inquiries.
  • Received, filed, and logged FedEx/UPS packages.
  • Ensured all departmental documents and activities are performed in compliance with applicable laws, regulations, policies, and procedures as applicable to this position, including completion of required compliance training.
  • Managed a diverse pipeline of mortgage applications, prioritizing tasks effectively to meet deadlines consistently.
  • Successfully closed loans by conducting thorough risk assessments and ensuring compliance with applicable regulations.

Office Manager

Staff Zone
02.2020 - 05.2020
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
  • Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
  • Processed payroll, ensuring accurate compensation for all employees.

Social Service Worker

Sacred Heart Southern Missions
07.2017 - 01.2020
  • Conducted comprehensive assessments to identify clients'' needs and determine appropriate services.
  • Maintained accurate and up-to-date case files, ensuring compliance with agency guidelines and state regulations.
  • Developed strong rapport with clients by demonstrating active listening skills and empathetic understanding of their circumstances.
  • Facilitated group therapy sessions, fostering a supportive environment for personal growth and healing.
  • Counseled individuals and families regarding mental health, substance abuse, physical abuse, and rehabilitation issues.
  • Established and maintained a wide network of professional contacts within the social services sector, enabling rapid access to additional resources as needed for client success.

Education

MBA - Business Administration And Management

Western Governors University
Salt Lake City
05.2022

Bachelor of Science - Business

Mississippi Valley State University
Itta Bena, MS
05-2018

Skills

  • Client relationships
  • Team leadership & development
  • Problem-solving
  • Jira
  • Salesforce
  • Strategic planning
  • Product backlog management
  • Technical project management

Timeline

Platform Consultant

Avantax Wealth Management
01.2023 - Current

Advisor Compensation Specialist/Data Entry Operator

Avantax Wealth Management
04.2021 - 01.2023

Mortgage Specialist

Simmons Bank
10.2020 - 01.2021

Office Manager

Staff Zone
02.2020 - 05.2020

Social Service Worker

Sacred Heart Southern Missions
07.2017 - 01.2020

MBA - Business Administration And Management

Western Governors University

Bachelor of Science - Business

Mississippi Valley State University
WAIRTERRICA GALMORE